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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
301
AGC
Angelo Gordon & Co
New York
$17.6M +$16.7M 1 0.97% New
302
AIM
Assured Investment Management
New York
$17.5M +$12.8M 1 0.35% Increased
303
DF
Donoghue Forlines
Massachusetts
$17.5M +$16.6M 1 1.33% New
304
MIS
Morningstar Investment Services
Illinois
$17.4M -$239K 1 0.35% Reduced
305
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.3M +$479K 1 0.15% Increased
306
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$17.2M -$427K 1 0.94% Reduced
307
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$17.1M +$1.28M 1 0.41% Increased
308
LHC
Levy Harkins & Co
New York
$17.1M -$550K 1 5.28% Reduced
309
Boston Financial Management
Boston Financial Management
Massachusetts
$16.9M +$417K 1 1.13% Increased
310
FLII
First Long Island Investors
New York
$16.9M -$1.73M 1 2.29% Reduced
311
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$16.8M +$13.4M 1 0.2% Increased
312
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$16.8M +$5.86M 1 0.4% Increased
313
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$16.8M -$6.37M 1 0.19% Reduced
314
Mutual of America Capital Management
Mutual of America Capital Management
New York
$16.7M +$2.22M 2 0.25% Increased
315
NC
Numen Capital
United Kingdom
$16.6M +$15.8M 1 10.2% New
316
QIM
Quantitative Investment Management
Virginia
$16.5M +$15.7M 1 0.24% New
317
Walleye Trading
Walleye Trading
New York
$16.4M -$380K 1 0.08% Reduced
318
TCTC Holdings
TCTC Holdings
Texas
$16.2M +$1.91M 1 0.85% Increased
319
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$16.1M +$1.59M 1 0.19% Increased
320
SSG
Summit Securities Group
New York
$16M +$14.7M 1 1.9% Increased
321
FFA
First Foundation Advisors
California
$16M -$2.95M 1 0.86% Reduced
322
WAM
WIM Asset Management
Hong Kong
$15.8M +$15M 1 6.74% New
323
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$15.2M -$2.12M 1 0.18% Reduced
324
TCM
Tributary Capital Management
Nebraska
$15.2M -$385K 1 1.32% Reduced
325
ECAU
Everett Capital Advisors (UK)
United Kingdom
$15.2M +$14.4M 1 2.34% New